Key Responsibilities
Financial Planning & Analysis:- Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles.
- Develop customized recommendations aligned with client objectives, time horizons, and preferences.
- Identify gaps and opportunities within financial plans, including insurance and investment needs.
- Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy.
- Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS).Prepare Morningstar reports and other portfolio analysis materials.
- Advisor & Client Support
- Prepare materials for client and prospect meetings, including:
- Financial plans
- Investment summaries
- Consolidated performance reports
- In-force insurance illustrations
- Client review presentations
- Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings.
- Assist advisors in responding to client questions and servicing requests.
- Consult with advisors on the presentation of planning recommendations and investment strategies.
- Provide guidance and support to advisors and staff regarding planning-related service requests.
Insurance & Investment Case Preparation:
Prepare insurance illustrations and insurance proposals.
Develop investment recommendations and supporting documentation.
Ensure all client deliverables are accurate, complete, and compliant with firm standards.
Qualifications:- RequiredNew Jersey Life & Health Insurance LicenseFINRA Series 6 LicenseFINRA Series 63 License 3+ years of financial planning or wealth management experience
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Strong analytical, organizational, and communication skills
- Commitment to continuing professional development
- PreferredPrior experience supporting Financial Advisors or Wealth Management AdvisorsFINRA Series 7 License
- Experience with Morningstar, NetX360, CRM systems, or financial planning software
- CompensationCompetitive salary based on experience, $100,000 - $150,0003-6+ years of relevant experience considered
Benefits:- 401(k) retirement plan
- Health insurance
- Dental insurance
- Vision insurance
- Disability coverage
- Paid time off (PTO)
